Cake Box Share Discussion Threads

[disc0dave46] 24/6/2024 09:31

Levinson flips and flops depending on his book - ramp when in, trash when out.

[disc0dave46] 24/6/2024 09:30

Levinson124 Jun '23 - 15:04 - 495 of 861 0 0 0Discodave is right. Costs being passed on to franchisees and one would expect income per shop to go down in this economic climate. The shops revenue is another problem . Is this model sustainable ?

[disc0dave46] 24/6/2024 09:18

Levinson1right.png14 Sep '23 - 09:05 - 590 of 843 0 0 0Imo get out while you can at these levels. I said this at 180p, 170p 160p and now imo they're on their way back down sharply.A P/E of 13 is far too high for a company which did not grow its profits. Profits must come under pressure surely with offerings from growing cheaper competitors.I think in a very short time you will still be lucky to get -30p for this stock. Overrated , imo strong sell

[diohohku] 24/6/2024 09:15

Since when is an opposing view classed as stalking? ... and it's not that what I've heard!

[disc0dave46] 24/6/2024 09:02

SpwhWhy you stalking me chap?, told you I'm not that way inclined x

[levinson1] 24/6/2024 06:32

I've always regarded Disvidave as a burnt shorter or a nutter or both

[spwh100] 24/6/2024 01:25

Ex-dividend coming up 11/7 6.1p ps approx 3.5% at current price levels.

Not a holder (yet), just came up on my watchlist, being a disciple of Stan Weinstein's stage analysis and brought to my attention by the Wolf on Stocko

[disc0dave46] 21/6/2024 13:39

AC buying another 2%, where there's a buyer there's a seller. Wonder if River Capital have decided to sell?.

[levinson1] 21/6/2024 12:23

Do you think the Aussies are also buying ?

[justiceforthemany] 21/6/2024 12:03

So a couple of institutions are now building stakes here.

[levinson1] 21/6/2024 11:36

Retail sales in U.K. up 2%

[levinson1] 21/6/2024 09:52

If not - is there another stake building stalker in the wings ? Exciting

[levinson1] 20/6/2024 14:47

Is the holdings announcement connected to the Aussies. ? RNS now increasing from 5 to 8% . The plot thickens. Takeover soon ?

[johndoe23] 20/6/2024 09:45

This is being played like a violin

[disc0dave46] 19/6/2024 17:34

"Pipe dream imo that a 'bidder' will come back"

[disc0dave46] 19/6/2024 17:26

PmslHave zero position - been on my watch list for a while and unfortunately looks like it will stay there.Didn't realise only holders are allowed an opinion!. Some very blinkered / biased rampers (JFTM & Levinson) but that seems to be allowed even when they (Levinson) flip flop depending on their book at the time.

[disc0dave46] 19/6/2024 12:20

Levinson12 Oct '23 - 12:40 - 608 of 843 0 0 0So, the 150 bid gone. Welcome the 140's - loads and loads of stock on offer. Sell them Pipe dream imo that a 'bidder' will come back. They'd be buying now under 160 AND THEIR IS NO EVIDENCE ON THAT 130's soonHas expansion stalled ?Imo sell while you can

[disc0dave46] 19/6/2024 12:19

Levinson1right.png14 Sep '23 - 09:05 - 590 of 843 0 0 0Imo get out while you can at these levels. I said this at 180p, 170p 160p and now imo they're on their way back down sharply.A P/E of 13 is far too high for a company which did not grow its profits. Profits must come under pressure surely with offerings from growing cheaper competitors.I think in a very short time you will still be lucky to get -30p for this stock. Overrated , imo strong sell

[disc0dave46] 19/6/2024 12:11

That's what you implied by your constant opinion that the Aussies are buying and will make another bid.No need to use bad language chap, just reflects on you pretty badly IMO.This is priced at fair value and until they demonstrate some entrepreneurial ambition to actually grow at a reasonable rate then it's going nowhere IMO.Why get so upset at someone's opinion, are you that sensitive about your investment?. The market seems to agree its not worth more :)

[levinson1] 19/6/2024 11:39

What RNS are you expecting re the Aussies - an increase or decrease in stake ?